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As an experienced New York will and trust lawyer, I’m often asked whether residents can legally write their own wills without an attorney. The short answer is yes—New York law does allow individuals to create their own wills. However, the more important question isn’t whether you can, but whether you…

When planning for the future, one of the most essential legal documents you can have is a Power of Attorney (POA). Whether you’re preparing for your peace of mind or helping an aging loved one, understanding how a POA works—and what can go wrong without one—is critical. Here are five…

As an estate planning attorney, I’ve seen firsthand how even carefully drafted wills can have significant oversights. While most people remember to address major assets like homes and financial accounts, certain important provisions are frequently overlooked. These forgotten elements can create unnecessary stress, conflict, and expenses for your loved ones…

This article will focus on some of the key parties to a trust.  There are generally three parties to a trust; the grantor, trustee, and beneficiaries. The Grantor or Settlor is the person that creates the trust.  This person will discuss with their attorney their wishes for the trust and…

Recent news about Gene Hackman and his wife Betsy’s passing has highlighted a crucial but often overlooked aspect of estate planning—the timing of death between spouses, especially in blended families. I’ve seen how this timing can significantly impact inheritance outcomes and potentially create complications for heirs. The Hackman Case: Why…

The SECURE Act 2.0, signed into law in 2022, introduced significant changes to retirement accounts, impacting everything from Required Minimum Distributions (RMDs) to beneficiary inheritance rules. These updates are crucial for individuals planning their estates as they affect how retirement assets are distributed and taxed after death. As a New…